Strong Sales, Weak Inflation

Core CPI came in softer than expected for the 5th straight month: 0.2%, month over month (MoM) and 2.9% year over year (YoY). The YoY number did tick up slightly given the low comp rolling off from last year (monthly numbers shown on graphic below).    ...

The Market in Pictures, July 11

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from large cap leadership to momentum flips, improving sentiment and earnings growth, and no escaping tariff and tax talk. Have a great...

The Market in Pictures, July 3

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from low quality and high quality stocks to the state of the US consumer, and projections for rates and the relentless appetite for US...

The Market in Pictures, June 27

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market momentum to lack of credit compensation, to rates and US dollar moves and housing. Enjoy!   Jake: The return to new...